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Modern Wealth Management, LLC: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on JMST, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 45,410 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,410 shares
    Change vs previous 13F -5,834 shares

    0.03% of the 13F portfolio, value $2,315,939.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,244 shares
    Change vs previous 13F -7,609 shares

    0.04% of the 13F portfolio, value $2,608,824.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,853 shares
    Change vs previous 13F -359 shares

    0.05% of the 13F portfolio, value $2,997,985.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,212 shares
    Change vs previous 13F -2,240 shares

    0.06% of the 13F portfolio, value $3,022,204.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 61,452 shares
    Change vs previous 13F -7,623 shares

    0.08% of the 13F portfolio, value $3,129,137.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 69,075 shares
    Change vs previous 13F -521 shares

    0.11% of the 13F portfolio, value $3,512,474.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 69,596 shares
    Change vs previous 13F -604 shares

    0.13% of the 13F portfolio, value $3,529,235.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 70,200 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,575,986.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).